Vise Technologies’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Vise Technologies’s Portfolio VTEI Stock Details VTEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$877K	Buy	+9,200	New	+$908K	0.01%	1039

Other funds holding VTEI

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.36B AUM 14.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Vise Technologies's VTEI Position: Q3 2026 in Review

Vise Technologies opened a new position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q3 2026: 9,200 shares worth $877K. The stake represents 0.01% of the portfolio and ranks #1039 among its holdings.

163 funds tracked by Wall St. Rank hold VTEI as of Q3 2026.

Vise Technologies held 9,200 shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $877K as of Q3 2026.
Vanguard Intermediate-Term Tax-Exempt Bond ETF was a new Vise Technologies position in Q3 2026.
Vanguard Intermediate-Term Tax-Exempt Bond ETF made up 0.01% of Vise Technologies's portfolio in Q3 2026, its #1039 holding.
163 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.